Where We Started

To Where We Are Now

Kathy Simard began her path as a Certified Financial Advisor when she began working for London Life in 1973 on the administrative side of the business. As she grew in her career, she managed the Chatham and Sarnia offices for a number of years. Once she and her family relocated from Chatham to Windsor in 1999, she joined London Life as an advisor.  Kathy continued to work hard at her career and started to build her business. In 2007 Kathy completed the rigorous work to obtain her Certified Financial Planner designation (CFP). Two years later in 2009 she incorporated under Simard and Associates Wealth Strategies.  Today, Simard and Associates has three full time advisors, as well as a Group and Pension Specialist. The company continues to grow and expand and continues to provide quality service to business owners and families all across Ontario.

Kathy Simard - SPresident & Estate Planning Specialist - CFP, FLMI, CHSimard and Associates

Kathy Simard
President, Simard & Associates

Simard and Associates Financial Services Windsor Essex, Southwestern Ontario, GTA
Transparency | Philanthropy | Family

Our Vision and Values

  • Premium services above and beyond your expectation
  • Client centered approach to insurance & investment planning
  • 360° approach to risk mitigation and financial planning